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WisdomTree Global ex-US Quality Dividend Growth Fund
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Overview Fund Activity

91 hedge funds and large institutions have $387M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
10
Increased
45
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$16.3M
2
Morgan Stanley
Morgan Stanley
New York
+$15.5M
3
Wells Fargo
Wells Fargo
California
+$13.8M
4
3F
360 Financial
Minnesota
+$13M
5
UBS Group
UBS Group
Switzerland
+$9.72M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$3.81M
2
IAIM
International Assets Investment Management
Florida
-$3.03M
3
Jane Street
Jane Street
New York
-$2.21M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.51M
5
BRWA
B. Riley Wealth Advisors
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Avior Wealth Management
Nebraska
$148K +$145K +4,172 +4,172%
IA
77
IFP Advisors
Florida
$92.9K +$88K +1,500 +1,786%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$83K +$82.6K +2,328 +17,908%
BAM
79
Belpointe Asset Management
Nevada
$82.5K -$257K -7,241 -76%
FCT
80
First Community Trust
Iowa
$70.9K – – –
PTC
81
Private Trust Company
Ohio
$30.1K +$4.61K +130 +18%
WAM
82
Worth Asset Management
Texas
$24.1K – – –
WT
83
Washington Trust
Rhode Island
$20.9K – – –
FRA
84
Front Row Advisors
California
$16K – – –
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$10.8K +$1.72K +48,546 +19%
HIIFS
86
Harel Insurance Investments & Financial Services
Israel
$10K +$10K +290 New
CFD
87
Creative Financial Designs
Indiana
$7.52K – – –
OIA
88
Optimum Investment Advisors
Illinois
$5.25K – – –
CFGS
89
Concourse Financial Group Securities
Alabama
$4.26K – – –
HI
90
Harbour Investments
Wisconsin
$2.09K – – –
BAAM
91
Baker Avenue Asset Management
California
$1.84K +$1.84K +52 New
Jane Street
92
Jane Street
New York
– -$2.21M -68,726 Closed
IAIM
93
International Assets Investment Management
Florida
– -$3.03M -59,334 Closed
OMC
94
Old Mission Capital
Illinois
– -$1.12M -34,781 Closed
CWM
95
Capital Wealth Management
Rhode Island
– -$508K -15,756 Closed
SAG
96
SageView Advisory Group
California
– -$374K -11,609 Closed
FZCM
97
Flynn Zito Capital Management
New York
– -$301K -9,328 Closed
AWM
98
Aspire Wealth Management
Massachusetts
– -$270K -8,391 Closed
FCM
99
Family Capital Management
Michigan
– -$251K -7,798 Closed
Creative Planning
100
Creative Planning
Kansas
– -$243K -7,530 Closed
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